IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.24B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,794
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$19.9M
3
+$17.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$15.4M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$14.6M

Top Sells

1
+$32.1M
2
+$11.3M
3
+$10.8M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$10.2M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.45M

Sector Composition

1 Technology 10.65%
2 Financials 4.62%
3 Healthcare 3.7%
4 Consumer Discretionary 3.47%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$7.39K ﹤0.01%
296
2677
$7.39K ﹤0.01%
566
2678
$7.38K ﹤0.01%
985
2679
$7.37K ﹤0.01%
5,340
-630
2680
$7.33K ﹤0.01%
58
-54
2681
$7.32K ﹤0.01%
+147
2682
$7.3K ﹤0.01%
225
2683
$7.28K ﹤0.01%
187
+1
2684
$7.28K ﹤0.01%
48
-737
2685
$7.26K ﹤0.01%
113
-21
2686
$7.23K ﹤0.01%
327
-8,206
2687
$7.19K ﹤0.01%
209
+207
2688
$7.18K ﹤0.01%
197
-579
2689
$7.15K ﹤0.01%
2,500
-1,000
2690
$7.13K ﹤0.01%
+75
2691
$7.12K ﹤0.01%
17
+3
2692
$7.1K ﹤0.01%
5,000
+4,925
2693
$7.09K ﹤0.01%
300
2694
$7.08K ﹤0.01%
805
+2
2695
$7.08K ﹤0.01%
210
-25
2696
$7.05K ﹤0.01%
488
-1,163
2697
$7.05K ﹤0.01%
+316
2698
$7.05K ﹤0.01%
890
+165
2699
$7.04K ﹤0.01%
126
-7
2700
$7.01K ﹤0.01%
1,899
+284
106 107
108
109 110